Make it yours

This part shows how to change what the product does without forking it. It is for the admin or engineer who adapts the book to the company’s rules and builds the company’s own tools on top.

Every opinion in the product is a default, and each has a place to change it:

To change	Where
Names, the description shape, variant axes, how drafts are grouped, what verification needs	Conventions and presets
Extra fields on metrics, terms, datasets, tables, columns and measures	Custom fields
Who may see and do what, and new roles	Roles and policies
Which columns and measures contain personal data	PII
How people sign in	Sign-in providers
What happens when the book changes	The change feed
Your own tools, screens and MCP tools	Building on the API, with the REST API reference

A few rules are not settings, because they are what makes the stack safe to run. What is not a setting lists them and says why.

Do the Set up part first: these pages assume a running stack with an admin and a signed-in pbmb (pbmb login). Each page ends with a command that shows the change worked.